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University Technology, [U]Tech
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    • Knowledge Base
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    • UTech C.A.R.E. Center
    • Self Help Videos
    • Service Management
  • Services
  • Resources
    • Student Resources
    • Faculty and Staff Resources
    • Policies
    • Software Center
    • CWRU Digital Assistant
    • eStore
    • CWRU Course Evaluations
    • CWRU Administrative Professional Series (CAPS)
    • IT Contracts
    • UTech Employee Resources
    • Technology for Remote Teaching and Working
    • Remote Work Essentials Checklist
    • Smart Classroom Proof of Concept
  • New to CWRU
    • Technology Account
    • Email and G Suite
    • Network, Internet and Wireless
    • Equipment and Software
    • Education and Research
    • Grades and Paychecks
    • Information Security
    • Now What?
    • Quick Guide
  • Departments
    • Client Experience
    • Finance and Administration
    • Information Security
    • Research Computing and Infrastructure Services
    • Teaching and Learning Technologies
  • About
    • About the CIO
    • UTech Directory
    • UTech News
    • Organizational Structure
      • Client Experience
    • Strategy
  1. Home
  2. Help
  3. Knowledge Base
  4. Financials
  5. PeopleSoft Financials
  6. Financials Materials

Help

  • Knowledge Base
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Financials Materials

PeopleSoft Financials Resources

PeopleSoft Financials Homepage

PeopleSoft Financials Materials

Online Security Form

Completing Online Security Form for PeopleSoft Financials Access

Approving Online Security Form for PeopleSoft Financials Access

eProcurement

Creating a Requisition

Approving a Requisition

Managing a Requisition 

Printing a Requisition

Using Requisition Settings to update Ship to and Accounting Info on all lines

Receiving Items from Manage Requisitions

Receiving Assets in eProcurement

All Things Travel

How to Create a Travel & Expense Report

How to View a Travel & Expense Report

How to Modify a Travel & Expense Report

How to Delete a Travel & Expense Report

How to Approve a Travel & Expense Report

Foreign Exchange Expense Report

General Ledger

Entering Journals

Creating an Event ChartField

Petty Cash

Departmental Deposit

Accounts Payable

Access Invoices in OnBase

Creating a Payment Request

Approving a Payment Request

Payment Request- Large Group Presentation

Viewing Approver Comments on a Payment Request

Reporting

Running a Report in Financials Reporting

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© 2021 Case Western Reserve University

10900 Euclid Ave. Cleveland, Ohio 44106

216.368.2000
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University Technology, [U]Tech
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Crawford Hall, 4th Floor
10900 Euclid Ave.
Cleveland, OH 44106

Mailing Address:

10900 Euclid Ave.
Cleveland, OH 44106-7019

Phone: 216.368.4357

Email: help@case.edu

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